Life, on your terms Financial planning for the retirement you want

Gerald Chasin

Managing Director - Wealth Management
Senior Institutional Consultant
Senior Retirement Plan Consultant

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One Jericho Plaza
Suite 205
Jericho, NY 11753

Your organization has many responsibilities – to shareholders, employees and their families. But today, successfully meeting those responsibilities has become more complex.

I offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to me about how I can help support you in your fiduciary role.

Gerald Chasin has been recognized as an industry leader.

  • Barron's Top Institutional Consultant, 2016
  • Financial Times Top 401 Retirement Plan Advisors, 2015, 2018, 2019


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